The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADTRAN INC COM 00738A106 2,363 160,000 SH   SOLE   160,000 0 0
ANALOG DEVICES INC COM 032654105 3,590 24,300 SH   SOLE   24,300 0 0
ARCOSA INC COM 039653100 2,005 36,500 SH   SOLE   36,500 0 0
ARLO TECHNOLOGIES INC COM 04206A101 428 55,000 SH   SOLE   55,000 0 0
ASPEN AEROGELS INC COM 04523Y105 5,799 347,500 SH   SOLE   347,500 0 0
ASTEC INDS INC COM 046224101 787 13,599 SH   SOLE   13,599 0 0
AZZ INC COM 002474104 2,049 43,200 SH   SOLE   43,200 0 0
BLUE BIRD CORP COM 095306106 3,332 182,500 SH   SOLE   182,500 0 0
BROOKS AUTOMATION INC NEW COM 114340102 577 8,500 SH   SOLE   8,500 0 0
CABOT CORP COM 127055101 2,193 48,856 SH   SOLE   48,856 0 0
CARLISLE COS INC COM 142339100 2,031 13,000 SH   SOLE   13,000 0 0
CF INDS HLDGS INC COM 125269100 2,052 53,000 SH   SOLE   53,000 0 0
COMPASS MINERALS INTL INC COM 20451N101 3,228 52,300 SH   SOLE   52,300 0 0
CRESCENT ACQUISITION CORP COM CL A 22564L105 1,437 137,500 SH   SOLE   137,500 0 0
CTS CORP COM 126501105 2,523 73,500 SH   SOLE   73,500 0 0
CURIOSITYSTREAM INC COM CL A 23130Q107 558 40,000 SH   SOLE   40,000 0 0
ENPRO INDS INC COM 29355X107 2,152 28,500 SH   SOLE   28,500 0 0
FORD MTR CO DEL COM 345370860 2,536 288,500 SH   SOLE   288,500 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,602 100,000 SH   SOLE   100,000 0 0
GAN LTD ORD SHS G3728V109 304 15,000 SH   SOLE   15,000 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109 6,749 512,500 SH   SOLE   512,500 0 0
HARVARD BIOSCIENCE INC COM 416906105 4,260 993,000 SH   SOLE   993,000 0 0
INSPIRED ENTMT INC COM 45782N108 1,323 201,000 SH   SOLE   201,000 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106 1,628 201,500 SH   SOLE   201,500 0 0
KULICKE & SOFFA INDS INC COM 501242101 4,040 127,000 SH   SOLE   127,000 0 0
LIMELIGHT NETWORKS INC COM 53261M104 978 245,000 SH   SOLE   245,000 0 0
MRC GLOBAL INC COM 55345K103 2,492 376,000 SH   SOLE   376,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 4,953 289,000 SH   SOLE   289,000 0 0
RAVEN INDS INC COM 754212108 1,754 53,000 SH   SOLE   53,000 0 0
SCHWEITZER-MAUDUIT INTL INC COM 808541106 2,091 52,000 SH   SOLE   52,000 0 0
SEALED AIR CORP NEW COM 81211K100 2,954 64,500 SH   SOLE   64,500 0 0
SEAPORT GLOBAL ACQUISITN COR *W EXP 12/15/202 812227114 57 56,250 SH   SOLE   56,250 0 0
SEAPORT GLOBAL ACQUISITN COR COM CL A 812227106 756 75,000 SH   SOLE   75,000 0 0
SECUREWORKS CORP CL A 81374A105 924 65,000 SH   SOLE   65,000 0 0
SONIM TECHNOLOGIES INC COM 83548F101 1,141 1,575,000 SH   SOLE   1,575,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 14,955 40,000 SH Put SOLE   40,000 0 0
STRATASYS LTD SHS M85548101 487 23,504 SH   SOLE   23,504 0 0
SUMMIT MATLS INC CL A 86614U100 2,912 145,000 SH   SOLE   145,000 0 0
TELOS CORP MD COM 87969B101 3,034 92,000 SH   SOLE   92,000 0 0
THERMON GROUP HLDGS INC COM 88362T103 2,893 185,100 SH   SOLE   185,100 0 0
TUFIN SOFTWARE TECHNOLOGIE SHS M8893U102 4,674 374,500 SH   SOLE   374,500 0 0
UNISYS CORP COM NEW 909214306 10,708 544,083 SH   SOLE   544,083 0 0
VALMONT INDS INC COM 920253101 6,700 38,300 SH   SOLE   38,300 0 0
VISHAY PRECISION GROUP INC COM 92835K103 6,831 216,970 SH   SOLE   216,970 0 0
XPERI HOLDING CORP COM 98390M103 11,830 566,000 SH   SOLE   566,000 0 0
CURIOSITYSTREAM INC *W EXP 10/14/202 23130Q115 16 6,000 SH   SOLE   6,000 0 0
HYDROFARM HLDGS GROUP INC COM 44888K209 263 5,000 SH   SOLE   5,000 0 0